Dhanvi Mutual Fund Services

A thread that carries a lifetime of memories, laughter, little fights, and endless care. ❤️

This Raksha Bandhan, celebrating the beautiful bond that makes every childhood memory special and every moment a little warmer.

To the love that stays, the bond that grows, and the memories that last forever.

🌸 Happy Raksha Bandhan! 🌸

HDFC Mid Cap Fund Portfolio Update July 2026!📊

👇

🟢 New Additions

• Havells India
• CIE Automotive India
• Petronet LNG

🔵 Increased Holdings

• AU Small Finance Bank
• HPCL
• United Spirits
• Persistent Systems
• Mphasis
• Dabur India
• PB Fintech
• AIA Engineering
• Eternal
• IndusInd Bank
• Coromandel International
• Escorts Kubota
• ICICI Lombard
• Aster DM Quality Care
• Colgate-Palmolive India

🟠 Reduced Holdings

• Cummins India
• Gland Pharma
• Karur Vysya Bank
• Redington
• Timken India
• Navneet Education
• Greenlam Industries
• Jagran Prakashan

🔴 Complete Exits

• None

Parag Parikh Flexi Cap Fund Portfolio Update July 2026!📊

👇

🟢 Increased Holdings

• HCL Technologies
• Coal India
• Indraprastha Gas
• Petronet LNG
• Dr. Reddy’s Laboratories
• Bajaj Holdings & Investment
• CIE Automotive India
• EID Parry
• Mahanagar Gas
• Maharashtra Scooters
• Maruti Suzuki India

🆕 New Additions
• None

🔴 Complete Exits
• None

🟠 Reduced Holdings
• None

📌 The fund continued accumulating 11 existing portfolio stocks during July while making no fresh entry or complete exit.

Disc: Not a Buy/Sell Recommendation ✅

Biggest Small Cap Funds by AUM 🏦

👇

1. Nippon India Small Cap Fund — ₹77,865 Cr
2. HDFC Small Cap Fund — ₹41,679 Cr
3. SBI Small Cap Fund — ₹39,955 Cr
4. Quant Small Cap Fund — ₹34,069 Cr
5. Axis Small Cap Fund — ₹30,089 Cr
6. Bandhan Small Cap Fund — ₹28,466 Cr
7. DSP Small Cap Fund — ₹20,221 Cr
8. Kotak Small Cap Fund — ₹18,933 Cr
9. HSBC Small Cap Fund — ₹17,784 Cr
10. Invesco India Smallcap Fund — ₹14,475 Cr

Top Mutual Funds with Highest 10-Year SIP CAGR Returns in India 📈👇

→ Quant Small Cap Fund
→ Nippon India Small Cap Fund
→ Motilal Oswal Midcap Fund
→ Invesco India Mid Cap Fund
→ Edelweiss Mid Cap Fund
→ HDFC Mid-Cap Opportunities Fund
→ Nippon India Growth Mid Cap Fund
→ Axis Small Cap Fund
→ Quant ELSS Tax Saver Fund
→ Quant Flexi Cap Fund
→ DSP Small Cap Fund
→ Kotak Midcap Fund
→ HSBC Small Cap Fund
→ Union Small Cap Fund

Educational purpose only. Not a recommendation.

🇮🇳 Happy Independence Day! 🇮🇳

Freedom is not just about living independently — it is also about building a future where we are financially independent and prepared for tomorrow.

This Independence Day, let’s celebrate the freedom to dream bigger, plan smarter, and create lasting wealth for ourselves and our loved ones.

At Dhanvi, we believe that every financial goal deserves the right planning, disciplined investing, and a long-term approach.

💙 Plan Today. Invest Wisely. Live Financially Free.

Wishing you and your family a proud, prosperous and joyful Independence Day! 🇮🇳

Jai Hind! 🇮🇳

📊 Quant Small Cap Portfolio Update | July 2026 👇

These portfolio changes provide valuable insights into institutional conviction and evolving market trends.

🔷 Newly Added Stocks

HEXATRENT
GABRIEL
BANDHANBNK
KPITTECH
SUMICHEM
MRPL
REDINGTON

🔷 Unchanged Holdings

HFCL
ARVIND
ADANIGREEN
ADANIPOWER
JUSTDIAL
BLACKBOX
PIRAMALFIN
WELSPUNLIV

🔷 Stake Increased

MANAPPURAM
SONACOMS
ADANIENT
AEGISLOG
ETHOSLTD
ALIVUS
WELSPUNLIV
CGCL

🔻 DECREASED STAKE

RBLBANK
SMSPHARMA
RISHABH
NBCC
APOLLOTYRE
MANINFRA
SULA

⛔ Exited Positions

ANTHEM
HDFCLIFE
IDFCFIRSTB
EIDPARRY

📢

The Role of a Trusted Advisor in an Investor's Wealth Creation Journey

👇

Every successful investment journey has one thing in common - it is guided by discipline, patience, and informed decision-making. Behind these qualities, there is often a trusted financial advisor who helps investors stay focused on their long-term goals.

A good advisor does much more than recommend investment products. They take the time to understand an investor's financial goals, risk appetite, time horizon, and life aspirations before suggesting a suitable investment strategy.

Markets will always experience periods of optimism and uncertainty. During market rallies, an advisor helps investors avoid overconfidence and unnecessary risk. During market corrections, they provide reassurance, prevent panic-driven decisions, and remind investors that volatility is a part of long-term wealth creation.

A professional advisor also helps investors: 👇

• Create a goal-based financial roadmap.
• Build a diversified investment portfolio.
• Review and rebalance investments periodically.
• Maintain financial discipline through changing market conditions.
• Avoid emotional decisions driven by fear or greed.
• Stay aligned with long-term wealth creation objectives.

History has repeatedly shown that consistent investing, combined with disciplined financial planning, often delivers better outcomes than trying to predict market movements.

The true value of an advisor is not measured by how often they recommend buying or selling. It is measured by the confidence they provide, the mistakes they help investors avoid, and the discipline they instil throughout the investment journey.

Wealth is not created by chasing the next opportunity - it is created by following the right strategy with the right guidance.

A trusted advisor doesn't simply help you invest your money; they help you build a financial future with confidence.

📊 Nippon Small Cap Fund Portfolio Update – June 2026 👇

🟢 New Additions

* Billionbrains Garage Ventures
* Union Bank of India
* Pine Labs
* India Shelter Finance Corporation
* CMR Green Technologies
* Vinati Organics

🔴 Exits

* Infosys
* Godrej Consumer Products
* Bharat Coking Coal
* Aditya Birla Fashion & Retail
* Ellenbarrie Industrial Gases
* ACME Solar Holdings

🔵 Increased Holdings

* KIMS
* Sai Life Sciences
* BHEL
* Bluestone Jewellery
* Aditya Birla Sun Life AMC
* Whirlpool India
* Orient Electric
* Vedanta Aluminium
* NTPC Green Energy
* HDFC Bank
* Sanofi India
* Bharat Dynamics